Bilingual (Spanish) Customer Service Representative

Job Locations
US-CA-Petaluma

Job ID

2018-1763

Department

Customer Service

Overview

Ygrene Energy Fund is a national leader in residential and commercial clean energy financing. Founded in 2010, Ygrene’s award-winning, privately funded Property Assessed Clean Energy (PACE) program is revolutionizing the home improvement industry, making it easier for property owners to invest in their futures and a healthier environment. Ygrene is delivering greater choice for home and business owners by providing accessible and affordable financing for energy efficiency, renewables, water conservation, storm protection and seismic upgrades. Recognized as one of the fastest growing asset classes in the country, PACE has proven to be a successful tool for supporting public policy initiatives, all without the use of public tax dollars or credits. To date, Ygrene has provided over $1 billion of private capital to more than 400 local communities, creating thousands of jobs and investing millions into local economies across the U.S.

The Customer Service Representative works closely and pro-actively with the contractors and homeowners to obtain details of each transaction and enter information accurately

Responsibilities

Ensure information provided by applicant is accurate and proper documentation for project submitted for tax financing within guidelines.

Provide required system tasks and upload all necessary information including credit, title, tax history and all requirements within pre underwriting due diligence to insure the project is able to be reviewed by underwriting.

Communicate with Contractor and/or Property Owner (PO) on obtaining all necessary documentation as required or directed by supervisor.

Ensure pipeline tasks and pipeline requirements are maintained and assist in proactively driving pipeline for designated projects to completion.

Work with supervisor and/or proper personnel to support notices of Approval/Denial, Financing Documents, NTPs and other required notifications to Contractor and/or PO.

Review projects with Underwriting and insure all documentation and requirements for program are current and uploaded to meet program guidelines as project moves into post NTP status and insure all final tasks are accomplished.

Support any updates or documentation for the Funding Department.

Assist in development and maintenance of department policy and procedure documents and forms.

Act as a resource for district staff or contractors to handle any questions, troubleshoot projects or assist in prospective business.

Be active in contacting prospective Clients, Contractors and any other determined potential business source as directed.

Qualifications

2+ years experience within banking, mortgage banking or consumer finance industry with some commercial or SBA experience preferred.

Call Center experience along with processing, underwriting, funding, lending or marketing is required.

Proficient in Microsoft Word, Excel and PDF Conversions and generally good computing skills

Ability to independently manage daily tasks and short-term projects.

Highly organized and attention to detail is a must with strong analytical skills.

Must have excellent communication skills and the ability to sell the company benefits on each conversation.